Connect Holded and Ulama

Both apps 42Holded 29Ulama 13

• Trigger
  New Contact

  Triggers when a new contact is created in Holded.

• Trigger
  New Deal

  Triggers when a new deal (lead) is created in a Holded CRM funnel.

• Trigger
  New Purchase Invoice

  Triggers when a new purchase invoice is created in Holded.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created in Holded.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in Holded.

• Trigger
  New Sales Receipt

  Triggers when a new sales receipt is created in Holded.

• Action
  Create Contact

  Creates a contact (customer, supplier or lead) in Holded.

• Action
  Create Credit Note

  Creates a credit note in Holded with its line items.

• Action
  Create Deal

  Creates a deal (lead) in a Holded CRM funnel.

• Action
  Create Employee

  Creates an employee in Holded.

• Action
  Create Event

  Creates a CRM event in Holded.

• Action
  Create Payment

  Creates a payment or collection in Holded.

• Action
  Create Product

  Creates a product in Holded.

• Action
  Create Purchase Invoice

  Creates a purchase invoice in Holded with its line items.

• Action
  Create Purchase Order

  Creates a purchase order in Holded with its line items.

• Action
  Create Quote

  Creates a quote (estimate) in Holded with its line items.

• Action
  Create Sales Invoice

  Creates a sales invoice in Holded for a contact, with its line items.

• Action
  Create Sales Order

  Creates a sales order in Holded with its line items.

• Action
  Create Sales Receipt

  Creates a sales receipt in Holded with its line items.

• Action
  Find Contact

  Finds Holded contacts by phone, mobile or custom reference ID.

• Action
  List contacts

  Returns the contacts in your Holded account, optionally filtered by email, phone, mobile, tax ID or external reference.

• Action
  List purchase invoices

  Returns the purchase invoices in your Holded account, optionally filtered by supplier, payment status, approval status, issue date or due date.

• Action
  List sales invoices

  Returns the sales invoices in your Holded account, optionally filtered by contact, payment status, approval status, or issue and due dates.

• Action
  List sales orders

  Returns the sales orders in your Holded account, optionally filtered by contact, status and date range.

• Action
  Mark Credit Note as Paid

  Records a payment against a credit note so it is marked as paid.

• Action
  Mark Invoice as Paid

  Records a payment against a sales invoice so it is marked as paid.

• Action
  Send Invoice

  Emails a sales invoice to the given recipients.

• Action
  Send Sales Receipt

  Emails a sales receipt to the given recipients.

• Action
  Update Contact

  Updates an existing Holded contact.

• Trigger
  Abandon Cart

  Triggers when a customer enters their email in a Ulama checkout cart and leaves without buying.

• Trigger
  Complete Percentage

  Triggers when a student reaches a chosen completion percentage of a Ulama course.

• Trigger
  New Order

  Triggers when a new order is placed on a Ulama website.

• Trigger
  New Payment

  Triggers when a new payment is received on a Ulama website.

• Action
  Create User

  Creates a user on a Ulama website and sends the welcome email; returns the existing user when the email is already registered.

• Action
  Enroll User

  Enrolls a user in a course on a Ulama website, with full access or as a trial for a number of days.

• Action
  Get Customer

  Returns one customer's profile with their course enrollments, trials, expirations and progress, found by customer ID or email.

• Action
  List Admins

  Returns the admin users of a Ulama website, with each admin's id, name and email.

• Action
  List Carts

  Returns the checkout carts on a Ulama website, with each cart's id, name and pricing model.

• Action
  List Courses

  Returns the courses on a Ulama website, with each course's id, title, slug and visibility.

• Action
  List Websites

  Returns the websites on your Ulama account, with each website's id, slug and custom domain.

• Action
  Search User

  Finds a Ulama user by email and returns their id, name and external id.

• Action
  Suspend User

  Suspends a user's access to a course on a Ulama website.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.